Business Details
22 Years
experience
Trusted Financial Advisers in London | Oakham Wealth Management
Established in 2004, Oakham Wealth Management is a boutique investment firm dedicated to delivering sustainable, long-term investment returns for private and professional clients. Our approach combines institutional-grade strategies with personalized service, focusing on environmental, social, and governance (ESG) principles to align portfolios with clients' values. As a certified B Corporation and signatory to multiple sustainability initiatives, we prioritise responsible investing while maintaining rigorous compliance with UK Financial Conduct Authority (FCA) regulations.Our team of seasoned professionals, including CISI-qualified experts, offers direct access to portfolio managers and a commitment to minimal bureaucracy, ensuring decisions are made swiftly and transparently. With over two decades of collective experience, we specialise in managing portfolios ranging from 500,000 to 20 million, serving clients across Europe and globally from our Mayfair, London headquarters.
Services
Advisor Service
Bespoke Portfolios
TwentyFive Service
Sustainable Investing
Discretionary Fund Management
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of ESG-focused investment expertise.
- Direct access to main board directors for prompt decision-making.
- FCA-authorised with robust client asset protections.
- B Corp-certified commitment to sustainable business practices.
- Customisable portfolios aligning with climate and ethical goals.
Associations and certifications
- B Corporation
- Financial Conduct Authority (FCA)
- UK Sustainable Investment & Finance Association (UKSIF)
- Net Zero Asset Managers Initiative
What people say
Professional and client-focused
Knowledgeable and courteous team
Constantly seeking new investment edges
Services
Advisor Service
Our Advisor Service provides IFAs and their clients with access to global investment portfolios via our Managed Portfolio Service. Available on major platforms like Ascentric and Fidelity FundsNetwork, this service incorporates ESG factors to meet growing client demand for responsible investing. The solution combines institutional expertise with flexible implementation for professional advisors.
Bespoke Portfolios
Tailored discretionary investment management designed for clients with portfolios starting at 300,000. Features include risk-profiled portfolios, direct portfolio manager access, annual face-to-face reviews, and secure online valuations. Sustainable options address climate change and inequality through responsible investment strategies aligned with client objectives.
TwentyFive Service
Exclusive service limited to 25 families seeking enhanced flexibility and attention. Offers director-level portfolio manager access, quarterly face-to-face meetings, bespoke fee structures, and access to impact investments. Combines personalized service with professional advisory networks and case-by-case investment idea reviews for evolving family needs.
People
Paul Denley
Chief Executive
Founding director with 30 years' experience in investment and management. Former roles at Henderson and Williams de Broe. CISI Fellow, CFA UK member, and Harvard/Oxford course graduate specialising in sustainable finance and behavioural economics.
John Beaumont
Chairman
Former Professor with 30+ years' business leadership experience. Held executive roles in FTSE100 companies and led a $1bn NASDAQ flotation. Combines academic expertise with practical corporate governance and management experience across diverse industries.
Richard Morrison
Director
21-year City veteran with proprietary trading and fund management expertise. Former Morgan Stanley equity trader and merger arbitrage specialist. Applies technical analysis skills to portfolio construction while maintaining CISI professional standards.
Questions
What investment services do you offer?
We provide three core services: Advisor (for IFAs), Bespoke (discretionary management from £300k), and TwentyFive (exclusive family service). All incorporate ESG principles and offer direct portfolio manager access.
Are you regulated by the FCA?
Yes, we're authorised and regulated by the UK Financial Conduct Authority (FCA number 431206), providing client protections through the Financial Ombudsman Service and FSCS.
How do you incorporate ESG factors?
Our portfolios integrate environmental, social, and governance criteria by excluding harmful sectors and selecting companies with strong sustainability credentials, aligning investments with UN SDGs and climate goals.
Can I meet the investment team?
Bespoke clients receive annual face-to-face reviews, while TwentyFive clients benefit from quarterly meetings. All clients can contact portfolio managers directly via phone or email.
What are your minimum investment amounts?
The Bespoke Service requires a minimum of £300,000. The TwentyFive Service is available to families seeking premium portfolio management with flexible entry points.
